大行评级丨大和：上调和黄医药目标价至28.5港元，评级一举升至“买入”

格隆汇09-04

大和发表研报指，和黄医药与GSK就KRAS-EGFR抗体偶联癌症药物(ATTC)(HMPL-A830)达成许可协议，授予GSK在中国以外地区开发及商业化HMPL-A830的权利，交易总额最高达12.95亿美元。大和表示，首个ATTC海外授权交易早于该行预期落地，且交易规模理想，合作伙伴为跨国药企，为公司今年的重大正面惊喜。该行认为，市场此前并未将ATTC平台的估值反映在股价，跨国药企的认可亦增加...

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